- 16 May 2024
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Customize wording of customer UI
- Updated on 16 May 2024
- 2 Minutes to read
- Print
- DarkLight
- PDF
You can create templates that change the default wording of button labels and messages that appear in the customer UI when completing a PDF form. Wording templates apply to preconfigured PDF templates and ad hoc PDFs with an overlay template.
For example, you can change the label on the Approve button to read I Approve.
You can also customize some of the wording on the audit trail. For example, you can change "esigned" to "digitally signed".
In the Customizations > Wording page you'll find a table of all wording that can be changed in the UI and audit trail.
Outline
Here is an outline of the steps for customizing wording of the customer UI for a PDF Template:
Create a custom wording template
- In the Administration screen, go to Customizations > Wording and click New Template.
- Name the template and click Create.
The template configuration page opens with a table of all customizable UI and audit trail elements. - Add custom text to a field in the Value column.
- Delete the custom text to return to the System Default text.
- Click Reset to return to the last saved version of the text.
- After making all your changes, click Save.
The wording template is saved.
Associate the wording template to a PDF template
For each PDF template, you can select a wording template with its own unique wording. This wording template defines wording of the UI elements when this PDF template is sent.
To associate the wording template to a PDF template:
- In the PDF Builder Formatting tab for the relevant document, turn on the Wording template toggle and select the template from the pop-up that appears.
Table of Wording Changes
Below is a table of all the UI and audit trail elements that can be defined in a wording template. The same table (without the screenshots) appears in the wording template editing page (see above).
Document Approval
Key (Name of UI element) | System Default Text | Screenshot | |
---|---|---|---|
A) Approve Document label in the collaboration room | Document to approve | ||
B) Approve button label | Approve | ||
C) Approve consent Accept button label | Yes | ||
D) Approve consent Decline button label | No | ||
E) Approve consent text | By selecting YES, I agree that my approval will be the electronic representation of my signature for all purposes. Especially when I use it on documents, including legally binding contracts exactly like my pen-and-paper signature. | ||
F) Approve title | Approval |
Document completion and Esign
(for preconfigured PDFs and ad hoc PDFs with overlay)
Key (Name of UI element) | System Default Text | Screenshot | |
---|---|---|---|
A) Esign opening screen title | Please review and sign the following document | ||
B) eSign opening screen subtitle | NA | ||
A) Esign closing screen title | Your documents have been submitted | ||
B) eSign closing screen subtitle | NA | ||
A) Sign button label | Sign | ||
B) Sign title | Review | ||
C) Sign consent Accept button label | Yes | ||
D) Sign consent Decline button label | Decline | ||
E) Sign consent text | By selecting YES, I agree that the signature will be the electronic representation of my signature for all purposes. Especially when I use it on documents, including legally binding contracts exactly like as my pen-and-paper signature. |
Download-only document
Key (Name of UI element) | System Default Text | Screenshot | |
---|---|---|---|
A) Download button label | Download | ||
B) Download only title | Downloading |
Audit Trail
Key (Name of UI element) | System Default Text | Screenshot | |
---|---|---|---|
A) Audit action approved | approved | ||
B) Audit action e-signed | e-signed | ||
C) Audit action locked | locked | ||
D) Audit action viewed | viewed | ||
E) Audit approved status | APPROVED | ||
F) Audit signed status | SIGNED |